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  • MONEY HACKS: Could a New Tax Legislation Help Pay Off Student Loans?

    Alex Assaley, AIF®

    For many workers just entering the workforce the main area of financial concern is student debt and student loans. It causes struggles for numerous employees across the US. Earlier this year, a few new moves in tax legislation were passed adding opportunities for 529 plans. The first improvement will allow 529 plans to be used to pay for kindergarten through 12th grade for private school tuition. Later, the House will vote on also allowing homeschooling, apprenticeship fees, and most notably, student loans, to all potentially be paid for with 529 plans. In this Money Hacks video, I share some initial thoughts on what this could mean for you if you’re stressed with student loans, or paying for qualifying education programs.

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    Investment Basics: How Risky Are You?

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  • The 3 Most Important (Retirement Savings) Questions to Ask Every Year

    The 3 Most Important (Retirement Savings) Questions to Ask Every Year

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  • Infographic: What's Changing for Retirement Plans in 2018?

    Infographic: What's Changing for Retirement Plans in 2018?

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    Social Security 101: 5 Important Questions to Ask

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    Expand Your Home Buying Game with Valuable Expert Advice

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  • MONEY HACKS: Could a New Tax Legislation Help Pay Off Student Loans?

    gavel and ruling on tax lawFor many workers just entering the workforce the main area of financial concern is student debt and student loans. It causes struggles for numerous employees across the US. Earlier this year, a few new moves in tax legislation were passed adding opportunities for 529 plans. The first improvement will allow 529 plans to be used to pay for kindergarten through 12th grade for private school tuition. Later, the House will vote on also allowing homeschooling, apprenticeship fees, and most notably, student loans, to all potentially be paid for with 529 plans. In this Money Hacks video, I share some initial thoughts on what this could mean for you if you’re stressed with student loans, or paying for qualifying education programs.

  • MONEY HACKS: Are You Saving for Your Long-Term Future?

    Nurturing a long-term savingsAs an investor in a 401(k) plan, you have a lot to think about to ensure your retirement plan is the best for you. The inspiration for this week’s Money Hacks episode comes from this interesting article from CNBC’s Lori Konish, Don't let these funds undermine your 401(k) savings. In the article, Konish talks a lot about the pitfalls of target date funds and whether choosing one is a good fit for your retirement. In this Money Hacks video, I highlight a couple of other “big decisions” that are important for 401(k) investors.

  • VIDEO: How Can Compound Interest Work for You?

    How Compound interest works for youCompound interest is an essential concept to understand when balancing the forces of investing and borrowing. It gives you the ability to make stronger money moves. Albert Einstein said compounding interest is the eighth wonder of the world and one of man’s greatest invention. 

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